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Salesforce User Course

Course Description

This two-hour course catered for daily Salesforce End Users is to provide insight into the full functionality of the tool and the best practices that can be implemented into your organization. Maximize your return on investment through the knowledge of training. Custom courses are also available upon request.

Module 1: How to Use the Basics of Sales Cloud

Module 2: Data Modeling, Data Structure, Objects, Fields, Relationships

Module 3: Leads, Accounts, Contacts, Opportunities, Lead conversion
Paths and Workspaces

Module 4: User Interface, List views, Search Results, Page Layouts

Module 5: Logging Activities, Explore Best Practices

Module 6: Mail Integration

Module 7: Mobile App, Navigation

Module 8: Reports and Dashboards, Format and Build Custom Reports
Lighting Dashboard Builder, Reports & Dashboard Folders

Module 9: Chatter, Communicate internally Through Chatter